SOM Macro Strategies
SOM Macro Strategies was founded by former Goldman Sachs strategist Alan Brazil after leaving the firm to independently publish his State Of the Market (SOM) reports. The SOM reports reflect the results of fundamental economic analysis of macro themes that are likely to reprice across asset types and markets. This framework helps to identify strategies that provide investors with asymmetric returns with high expected Sharpe ratios.
Biden Part 2 and New Trades
Table of Contents
SOM-Biden-Corproate-Tax...Part-2-final.p
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SOM Macro Strategies
Most recent by SOM Macro Strategies
The Future of The Eurozone After Collapse of German Trade Engine: Sell Euros
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Part III: Positive Housing Fundamentals Like the 70s
Part II: No Subprime Meltdown